Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Beware of Social Security Agents Bearing Lump-Sum Offers
By Marcia MantellWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
January 26, 2023
A Crash Course in Social Security's Funding WoesTax increases and benefit formula adjustments could help, but legislative action is needed, and time is running out.
January 26, 2023
New Bill Would Guarantee Social Security Benefits in Debt Limit StandoffThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.
January 25, 2023
GOP Threatens Social Security, Medicare Cuts in Debt Ceiling FightTheir tactics are politically risky, strategist Greg Valliere says.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 12, 2023
Unmarried Women No Longer Pay a Financial Penalty in RetirementYounger female boomers who aren't married are catching up to their married counterparts, but there's a catch.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 09, 2023
'Let's Fight Now' Over Debt Ceiling, House GOP Lawmaker SaysChip Roy says Republicans will not touch Social Security or Medicare benefits.